JR Dallas Wealth Management finances innovative growth companies and strategic projects worldwide, focusing on specialty lending, private equity, and structured venture capital. Self-described as having a recession-proof business model with a focus on strong cashflow.

JR Dallas Wealth Management

KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia.

KKR & Co. Inc.

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).

William E. Conway

The Carlyle Group Inc.

Monroe Capital LLC is an asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit, structured credit, real estate and equity. The firm provides capital solutions to clients in the U.S. and Canada.

Monroe Capital

JR Dallas Wealth Management | 139 followers on LinkedIn. We see opportunities others don’t — and invest like others can’t. | Private Equity Investments

CEO at JR Dallas Wealth Management

Jehangir A. Raja

manger at JR Dallas Wealth Management

Pavan Yadav

An excellent business luncheon was organized by the team of JR Dallas Wealth Management at Gaylord Texan Convention and Resort, Grapevine Texas.

JR Dallas Wealth Management hosted a vip welcome dinner for Dreambloc, Dream wealth camp. A 3-day event for tech founders, entrepreneurs, family offices and institutional investors.

Metric
Company Name	JR Dallas Wealth Management	KKR & Co. Inc.	The Carlyle Group Inc.	Monroe Capital
Symbol		KKR	CG
MSH ID	COM:JRDALLASWEALTH	COM:KKR	COM:CARLYLE	COM:MONROECAP
Market	PRIVATE	STOCKS	STOCKS	PRIVATE
Sector	Financial Services & Finance	Financial Services	Financial Services	Financial Services & Finance
Industry	Finance	Asset Management	Asset Management	Asset Management
Country	US	US	US	US
Stage
Employee Count		4.49K	2.20K	255
Website	jrdallaswealth.com	kkr.com	carlyle.com	monroecap.com
LinkedIn	jr-dallas-wealth-management	kkr	the-carlyle-group	monroe-capital
Founders

Metric
Market Cap	97.13B	14.94B
Enterprise Value
Monthly Web Traffic	349.45K
Web Traffic Growth	-0.18
Valuation
Raised Capital	583.15M

Metric
Revenue	14.32B	2.64B
Revenue (LTM)
Revenue (NTM)
Gross Profit	4.86B	939.70M
EBITDA	5.57B	-282.70M
Operating Income	10.34B	-463.30M
Net Income	3.73B	-608.40M
EPS	4.24	-1.68
Diluted EPS	4.09	-1.68
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.71	0.31
Operating Profit Margin	0.27	-0.11
EBITDA Margin	0.39	-0.11
Net Profit Margin	0.23	-0.12
Return on Equity	0.19	-0.07
Return on Assets	0.01	-0.02
Return on Capital Employed	0.02	-0.02

JRDA

COM:JRDALLASWEALTH

JR Dallas Wealth Management

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	29.68	69.01
P/B Ratio	3.74	2.46
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	5.45	6.82
EV Multiple	16.92	-7.72

Metric
Days Sales Outstanding	867.68	116.43
Days Payables Outstanding	123.64	14.39
Days Inventory Outstanding	2.14K
Operating Cycle	3.04K	898.51
Cash Conversion Cycle	2.92K	898.51
Asset Turnover	0.07	0.15

Metric
Operating Cash Flow	-1.49B	941.60M
Free Cash Flow	-1.60B	875.00M
Cash Flow to Debt	0.18	0.15
Operating Cash Flow/Sales	0.38	0.45
Free Cash Flow Yield	-0.04	-0.02

Metric
Cash & Equivalents	20.35B	1.79B
Accounts Receivable		-63.50M
Inventory	52.52B
Goodwill	1.06B	104M
Debt to Capitalization	0.70	0.67
Debt to Assets	0.16	0.44
Current Ratio	4.09	4.73
Quick Ratio	19.45	19.15

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.05	0.03
R&D to Revenue
SG&A to Revenue	0.21	0.26